Dimensional Fund Advisors LP Raises Position in AptarGroup, Inc. $ATR

Key Points

• Dimensional Fund Advisors LP increased its stake in AptarGroup, Inc. by 12.3%, acquiring an additional 87,719 shares, bringing its total holdings to 800,182 shares valued at approximately $118.7 million.
• Several institutional investors, including Russell Investments and Nuance Investments, also significantly boosted their positions in AptarGroup during the first quarter, reflecting strong investor interest.
• AptarGroup reported earnings of $1.66 per share for the last quarter, exceeding analysts' expectations, with a year-over-year revenue increase of 6.1% to $966.01 million.

Dimensional Fund Advisors LP raised its holdings in shares of AptarGroup, Inc. (NYSE:ATR - Free Report) by 12.3% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 800,182 shares of the industrial products company's stock after purchasing an additional 87,719 shares during the period. Dimensional Fund Advisors LP owned 1.21% of AptarGroup worth $118,723,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Simplex Trading LLC grew its holdings in shares of AptarGroup by 107.4% during the first quarter. Simplex Trading LLC now owns 224 shares of the industrial products company's stock valued at $33,000 after buying an additional 116 shares during the last quarter. MassMutual Private Wealth & Trust FSB grew its holdings in shares of AptarGroup by 155.0% during the first quarter. MassMutual Private Wealth & Trust FSB now owns 278 shares of the industrial products company's stock valued at $41,000 after buying an additional 169 shares during the last quarter. Johnson Financial Group Inc. purchased a new stake in shares of AptarGroup during the fourth quarter valued at approximately $75,000. UMB Bank n.a. grew its holdings in shares of AptarGroup by 116.9% during the first quarter. UMB Bank n.a. now owns 603 shares of the industrial products company's stock valued at $89,000 after buying an additional 325 shares during the last quarter. Finally, State of Wyoming purchased a new stake in shares of AptarGroup during the fourth quarter valued at approximately $97,000. Hedge funds and other institutional investors own 88.52% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. Wells Fargo & Company reiterated an "overweight" rating and set a $153.00 price target (down previously from $173.00) on shares of AptarGroup in a report on Monday, August 4th. Wall Street Zen upgraded shares of AptarGroup from a "hold" rating to a "buy" rating in a report on Wednesday, May 14th. Finally, Raymond James Financial reiterated an "outperform" rating and set a $172.00 price target (down previously from $182.00) on shares of AptarGroup in a report on Monday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Buy" and an average target price of $174.60.

Insider Buying and Selling at AptarGroup

In other news, insider Gael Touya sold 3,300 shares of AptarGroup stock in a transaction on Friday, June 6th. The shares were sold at an average price of $152.62, for a total transaction of $503,646.00. Following the transaction, the insider owned 33,963 shares in the company, valued at $5,183,433.06. This trade represents a 8.86% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Kimberly Chainey sold 1,671 shares of AptarGroup stock in a transaction on Tuesday, June 10th. The stock was sold at an average price of $152.79, for a total transaction of $255,312.09. Following the transaction, the executive vice president owned 11,088 shares in the company, valued at $1,694,135.52. This represents a 13.10% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.68% of the company's stock.

AptarGroup Stock Performance

ATR stock traded down $0.62 on Thursday, hitting $138.82. The company had a trading volume of 320,802 shares, compared to its average volume of 550,908. AptarGroup, Inc. has a 12-month low of $130.85 and a 12-month high of $178.03. The company has a current ratio of 1.21, a quick ratio of 0.83 and a debt-to-equity ratio of 0.20. The stock's 50-day simple moving average is $150.47 and its 200 day simple moving average is $149.48. The stock has a market cap of $9.15 billion, a price-to-earnings ratio of 23.89, a P/E/G ratio of 2.89 and a beta of 0.57.

AptarGroup (NYSE:ATR - Get Free Report) last issued its earnings results on Thursday, July 31st. The industrial products company reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.58 by $0.08. AptarGroup had a net margin of 10.84% and a return on equity of 15.39%. The company had revenue of $966.01 million for the quarter, compared to analysts' expectations of $954.06 million. During the same quarter last year, the company posted $1.41 earnings per share. The firm's quarterly revenue was up 6.1% on a year-over-year basis. AptarGroup has set its Q3 2025 guidance at 1.530-1.610 EPS. As a group, equities research analysts expect that AptarGroup, Inc. will post 5.57 earnings per share for the current fiscal year.

AptarGroup Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, August 14th. Stockholders of record on Thursday, July 24th were paid a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Thursday, July 24th. AptarGroup's dividend payout ratio (DPR) is currently 30.98%.

About AptarGroup

AptarGroup, Inc designs and manufactures a range of drug delivery, consumer product dispensing, and active material science solutions and services for the pharmaceutical, beauty, personal care, home care, and food and beverage markets. The company operates through Aptar Pharma, Aptar Beauty, and Aptar Closures segments.